Interact to see
Advertisement
Advertisement
AVUVX vs DFSVX
AVUVX vs DFSVX Comparison
Open Charts AVUVX vs DFSVX
Avantis® U.S. Small Cap Value Instl
Price$18.33
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.21B
DFA US Small Cap Value I
Price$51.25
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.49B
AVUVX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVUVX vs. DFSVX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVUVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. AVUVX (1.21B). DFSVX pays higher dividends than AVUVX: DFSVX (1.62) vs AVUVX (1.26). AVUVX was incepted earlier than DFSVX: AVUVX (6 years) vs DFSVX (33 years). DFSVX (0.31) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AVUVX: DFSVX (0) vs AVUVX (5000000). DFSVX annual gain was more profitable for investors over the last year : -1.41 vs. AVUVX (-3.93). AVUVX return over 5 years is better than : 76.12 vs. DFSVX (64.61).
| AVUVX | DFSVX | AVUVX / DFSVX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.25 | 0.31 | 81% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 7.503 | 7.303 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 16.5B | 7% |
| Annual Yield % from dividends | 1.26 | 1.62 | 78% |
| Returns for 1 year | -3.93 | -1.41 | 278% |
| Returns for 3 years | 23.87 | 21.80 | 110% |
| Returns for 5 years | 76.12 | 64.61 | 118% |
| Returns for 10 years | N/A | 61.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement